Transform Wealth’s TCW Strategic Income Fund TSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $268K | Hold |
54,448
| – | – | 0.02% | 216 |
|
|
2024
Q4 | $273K | Buy |
+54,448
| New | +$273K | 0.02% | 227 |
|
|
2024
Q1 | – | Sell |
-72,848
| Closed | -$336K | – | 249 |
|
|
2023
Q4 | $336K | Hold |
72,848
| – | – | 0.03% | 198 |
|
|
2023
Q3 | $338K | Sell |
72,848
-68,448
| -48% | -$318K | 0.04% | 196 |
|
|
2023
Q2 | $663K | Hold |
141,296
| – | – | 0.06% | 158 |
|
|
2023
Q1 | $670K | Buy |
+141,296
| New | +$670K | 0.06% | 154 |
|